Facebook Is the Wild Card of Asia Ecommerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. The memo had some really big implications. It looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. And it mostly seems like a copy […]

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3 Lessons in Conversational AI from JD’s Head of the Deep Learning (1 of 2)

I had a fascinating discussion with He Xiaodong of JD. He is the head of Deep Learning, NLP and the Speech Lab. And the Deputy Managing Director of JD AI Research. I did a podcast about this called Products with Personalities (Podcast 31) but I wanted to post some of his slides from our talk. […]

The Next Big Trends in Chinese E-Commerce (Jeff’s Asia Tech Class – Daily Lesson / Update)

There was an interesting report about China ecommerce trends released by Coresight Research, which specializes in retail meets tech consulting. It’s run by Deborah Weinswig, who I’ve crossed paths with a few times in the last couple of years. I find their research to be very data-driven and generally close to my own thinking. So […]

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Ctrip and Hospitality’s Big Balance Sheet Challenge (Daily Update – Jeff’s Asia Tech Class)

Ctrip has forecast its revenues will drop 45-50% in first quarter. From KrAsia: Coronavirus spurs somber outlook for online travel companies Chinese major online travel agency Trip.com announced on its recently released Q4 earnings report that revenues would decrease by about 45% to 50% year-on-year (YoY) as a result of the coronavirus. Trip.com has already […]

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Covid-19 Drives Live Streaming. But Private Traffic Pools Are the Solution. (Daily Lesson – Jeff’s Asia Tech Class)

Much of our discussion about digital platforms (Alibaba, Tencent, etc.) has been about their business models. And all their strengths, which are formidable. But I haven’t talked much about the experiences of the user groups on these platforms. What does this mean for merchants and brands selling on Alibaba? For restaurants on Meituan? For content […]

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My Alibaba “E-Commerce + Entertainment + KOL / Influencer + Social Media” Super Chart (Daily Lesson – Jeff’s Asia Tech Class)

In Podcast 19 (How the Coronavirus Quarantine Economy Is Supercharging Taobao Live), I went into how social media and KOLs / Influencers are really important in Chinese e-commerce. And that live streaming is currently the white hot center of this, especially because of coronovirus. And I have one sort of super chart that summarizes all […]

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JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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